Stock Analysis
Page 12 of 107 · Expert research and deep-dive articles on companies
Q1 2026 - O'Reilly Automotive
O'Reilly Automotive • By The Compounding Tortoise • 2026-05-03
Microsoft FY 3Q'26: Multi-Model Mirage, Copilot Momentum
Microsoft ($MSFT) • By MBI Deep Dives • 2026-05-03
How Wix might survive the AI onslaught
Wix • By The Dutch Investors • 2026-05-03
Altria: An Oral History
Altria ($MO) • By Invariant • 2026-05-03
Canal+ : a moat and Africa with lots of leeway to reduce costs and improve profitability
Canal+ • By French Hidden Champions • 2026-05-03
Kinsale Just Hit Its Lowest P/E Ever (2026 Q1 Update)
Kinsale ($KNSL) • By Slow Compounding • 2026-05-03
Amazon 1Q'26: Rosy Near-term but "Cloudy" Long-term
Amazon ($AMZN) • By MBI Deep Dives • 2026-05-02
Elasticity, the value of data, and Constellation Software's PEMS strategy.
Constellation Software ($PNP.TO) • By Eagle Point Capital • 2026-05-02
Alphabet 1Q'26: Stratospheric Heights in Performance and Expectations
Alphabet ($GOOGL) • By MBI Deep Dives • 2026-05-01
Nu Holdings: Banking For The Masses (Ticker: NU)
Nu Holdings • By Chit Chat Stocks • 2026-05-01
Meta Platforms 1Q’26 Recap: Will Meta’s growth justify increased capex?
Meta Platforms ($META) • By Capital Compounding • 2026-05-01
A.G. Barr PLC-BAG.L
A.G. Barr PLC ($BAG.L) • By InvestingWithWes • 2026-04-30
Quick update on Sandisk (SNDK): quarterly results just printed
SanDisk ($SNDK) • By The Disruptive Investor • 2026-04-30
Magnum Ice cream - dividend growth portfolio
Magnum Ice cream • By Emerging Value • 2026-04-30
Meta 1Q'26: Nothing to Complain About
Meta Platforms ($META) • By MBI Deep Dives • 2026-04-30
Meta: 1Q26 Business Update
Meta Platforms ($META) • By Speedwell Memos • 2026-04-30
The One Sentence That Made Me Look at Qualcomm Again
Qualcomm • By Damnang's Substack • 2026-04-30
Nike: Fighting Back
NIKE ($NKE) • By TSOH Investment Research • 2026-04-30
GPGI Inc.
GPGI Inc. • By Kairos Research • 2026-04-30
Goldwin Inc (TYO: 8111): A 50% Gross Margin Business for a 13x P/E
Goldwin Inc ($8111) • By KonichiValue • 2026-04-29
Spotify 1Q'26: Recalibrating Expectations
Spotify ($SPOT) • By MBI Deep Dives • 2026-04-29
Lam Research – Not the Flashiest Name in Semiconductors, But One of the Best
Lam Research • By Rijnberk Investinsights • 2026-04-29
Teqnion 2026 Q1 Confirmed the Thesis 🔥
Teqnion • By Slow Compounding • 2026-04-29
Lessons From the Greatest Traders: How They Think About Bubbles
Bubbles • By TQI Capital • 2026-04-29
Bloom Energy +15% After Hours — $260 Post-Market. All-Time High Obliterated.
Bloom Energy ($BE) • By The Disruptive Investor • 2026-04-28
Google’s AI Infrastructure Layer Map
Google • By Damnang's Substack • 2026-04-28
Adobe Expert Insight Interview (No Paywall)
Adobe ($ADBE) • By Speedwell Memos • 2026-04-28
Roblox: Aggregating the Attention of Next Generation
Roblox ($RBLX) • By MBI Deep Dives • 2026-04-28
Roblox
Roblox ($RBLX) • By MBI Deep Dives • 2026-04-28
OpenAI Is Not the AI Sector. The Real Test Is Tomorrow Night.
OpenAI • By The Disruptive Investor • 2026-04-28
Deep|TikTok 1Q26 Update: No Visible Impact on META or GOOG Yet
Meta Platforms ($META) • By FUNDA • 2026-04-27
Deep|DeepSeek V4: The First Model Custom-Built for Non-NVIDIA Chips, Optimized for Cost
NVIDIA ($NVDA) • By FUNDA • 2026-04-27
Ally Financial: In Gear
Ally Financial • By TSOH Investment Research • 2026-04-27
Weekly|NVDA Moat Stress Test, DeepSeek V4 Benchmark, AGI at the Door, NOW Disappoints, SpaceX Part 3, TPU 8t/8i Optics Win, Meta & AWS Preview, and More
Meta Platforms ($META) • By FUNDA • 2026-04-26
Philip Morris International: Centered
Philip Morris International ($PM) • By Invariant • 2026-04-26
Hermes – Buy Today and Hold Forever
Hermes • By Rijnberk Investinsights • 2026-04-25
IBP: The valuation gap is there. The timing isn't. Yet.
Installed Building Products ($IBP) • By Flow Value Investing • 2026-04-24
Adyen update
Adyen ($ADYEY) • By scuttleblurb • 2026-04-24
Interactive Brokers: Predictions Explosion? (Ticker: IBKR)
Interactive Brokers • By Chit Chat Stocks • 2026-04-24
Intel is still cheap on price/book value.
Intel ($INTC) • By Irrational Analysis • 2026-04-24
Dividend Informer Q1 2026 Update: BlackRock
Blackrock • By Dividend Informer • 2026-04-23
Dividend Informer Q1 2026 Update: Abbott Laboratories
Abbott Laboratories ($ABT) • By Dividend Informer • 2026-04-23
A capital allocation master class case study: Eurofins
Eurofins • By Heavy Moat Investments • 2026-04-23
Tesla's Terafab Dream
Tesla ($TSLA) • By MBI Deep Dives • 2026-04-23
Deep|NVDA: Rethinking NVIDIA's Moat in the AI Stack
NVIDIA ($NVDA) • By FUNDA • 2026-04-23
Netflix – This 13% Dip Doesn’t Make it a Buy.
Netflix ($NFLX) • By Rijnberk Investinsights • 2026-04-23
Why is the Nintendo stock dropping like a rock?
Nintendo ($7974) • By KonichiValue • 2026-04-23
WSO: The Consolidation Trade on the Wrong Side
Watsco • By Flow Value Investing • 2026-04-22
Danaher 1Q'26 Update
Danaher • By MBI Deep Dives • 2026-04-22
Raysearch: Laser Focused
Raysearch • By Value Zoomer • 2026-04-22
